Sign in
Create a free account
CANTELLA & CO., INC.
MALDEN, MA
617-521-8630
SEC #801-60841Total AUM
$1.9B
Employees
197Clients
5,665Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
389 MAIN STREET, 1ST FL.
MALDEN
MA 02148
United States
MALDEN
MA 02148
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-521-8630
Other Offices
113
Financials
Total AUM
$1.9B
Accounts
5,665Discretionary
$1.1B
Accounts
3,497Non-Discretionary
$842.1M
Accounts
2,168
Clients
Individual Clients
5,198AUM
$1.1B
HNW Individual Clients
314AUM
$653.2M
Pension/Profit Sharing Plan Clients
77AUM
$46.2M
Charitable Organization Clients
14AUM
$11.4M
Government Entity Clients
7AUM
$80.5M
Corporation or Business Clients
55AUM
$43.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.